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Redeye Macro Note: 'Losing Steam' - September / October Employment Report, Period of Distribution, War in Venezuela?
In this Redeye Macro Note - we dive into our September/October Employment Report, talk about distribution in the market and weakening internals…
12 hrs ago
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MacroEdge
8
5
Midweek Macro Note Pre-Thanksgiving Edition: Nvidia Analysis, Short/Long Term Technicals, Carry Trade Back in a Big Way, Employment Data…
In this Midweek Macro Note - we dive into the Nvidia earnings, discuss technicals on a short/long-term basis, talk about the Carry Trade rewind…
Nov 20
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MacroEdge
12
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November Ozone Pro Report - Knocking on Trouble's Door, Data Center Issues, Travel/Hospitality Deep Dive, Macro Data Ahead, State of Labor…
In this Ozone Pro Report - we expand on the left tail risks discussed in October, talk about the rising movement against data centers, discuss travel …
Nov 17
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MacroEdge
14
7
Midweek Macro Note 11/12: Macro Review, Government Reopens, Financial Conditions are 'Tighter', Data Pause Continues
In this brief Midweek Macro Note, we lay the foundation for our Ozone Pro report, talk about the latest from Pulte, discuss declining Presidential…
Nov 13
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MacroEdge
10
2
11/9 Weekly Macro Note: Stimulus Checks Return, 50 Year Mortgage?, A Full Macro Review, Technicals, Week Ahead, & More
In this Weekly Macro Note, we look at the Senate bill to reopen the government, discuss the 50-year mortgage proposal, tariff rebate check Truth post…
Nov 10
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MacroEdge
24
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Midweek Macro Note 11/5: Walking the Superbubble Right into 'Too Big to Fail'
In this Midweek Macro Note - we discuss concerning comments from Nvidia CEO & OpenAI CFOs regarding their 'too big to fail' nature, talk macro data…
Nov 6
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MacroEdge
18
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Weekly Macro Note 11/2 - Back in the Cadence, the Mother of all Bubbles Grows, Financial Conditions Tighten, Yields Tick Higher
In this Weekly Macro Note - we kickoff November with a preview of macro data, earnings, and more arriving this week. We discuss rising stresses in the…
Nov 3
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MacroEdge
19
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October 2025
Weekly Macro Note 10/26: More of the Same, FOMC Preview, Last Stand for the JPY, Trade Pauses, Crude Connections into Winter
In this Weekly Macro Note - we dive into the Chinese/US tariff extension announced this morning, discuss the USDJPY last stand for the BoJ, continue…
Oct 27
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MacroEdge
22
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Redeye Macro Note 10/25: CPI Review, No Data for October, Weekly Macro Note Preview
In this brief Redeye Macro Note - we discuss the CPI print from Friday, talk about the lack of data for October, similarities to Fall 07 in this period…
Oct 26
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MacroEdge
17
5
Midweek Macro Note: The Bubble is a National Security Risk, How Did We Get Here?
In this Midweek Macro Note - we dive into the 'bubble darlings' aka the zero dollar club, talk about the latest fiscal intervention in markets announced…
Oct 23
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MacroEdge
17
5
Weekly Macro Note 10/19: Sunday Night Negotiations, China Overview, Special CPI Report, Losing Steam...?
In the Weekly Macro Note - we discusses the latest tariff negotiations and upcoming deadline that will be moved, talk about the decline in government…
Oct 20
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MacroEdge
17
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Redeye Macro Note: Real Estate Recession, ABS & Regional Bank Spook, Intervention Firepower, Institutional Research Note
In this Redeye Macro Note, we discuss the ongoing real estate recession, the increasing concern around strain in the ABS market, interventions by fiscal…
Oct 19
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MacroEdge
14
5
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